5 hours ago
GEV's $176B backlog positions it as the premium AI infrastructure bet; NEE trades at 22x forward earnings with 8%+ EPS growth through 2032.
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
5 days ago
Cryptocurrency exchange Kraken is expanding its tokenized stock offerings to include equities from the United Kingdom and several Asian jurisdictions.
The company said that it plans to add tokenized versions of stocks from the U.K., Hong Kong, and South Korea to its xStocks platform, subject to regulatory approvals.
Tokenized stocks are digital representations of equities that are blockchain-based and provide ownership of or price exposure to traditional company shares.
More From Cryptoprowl:
MEXC Reports 7.1 Billion USDT in ******* eX Futures Volume as Q2 Closes the Gap to Wall Street
#tokenized #company #Cryptocurrency #hong
The company said that it plans to add tokenized versions of stocks from the U.K., Hong Kong, and South Korea to its xStocks platform, subject to regulatory approvals.
Tokenized stocks are digital representations of equities that are blockchain-based and provide ownership of or price exposure to traditional company shares.
More From Cryptoprowl:
MEXC Reports 7.1 Billion USDT in ******* eX Futures Volume as Q2 Closes the Gap to Wall Street
#tokenized #company #Cryptocurrency #hong
6 days ago
TSMC's $265B US manufacturing pledge and Alphabet's 9.6 GW data center leases represent the hyperscaler firepower driving Europe's 20x AI investment deficit.
AI-driven labor restructuring remains isolated to high-exposure occupations, with broader impact on healthcare, logistics, and finance not projected until 2029.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
A recent Thoughts on the Market roundtable hosted by Seth Carpenter highlighted two major realities shaping the AI economy. Just seven U.S. hyperscalers plan to spend 20 times more on AI than all of Europe, while AI's broader impact on employment may not emerge until 2029 or later.
The episode discussed that Europe's total planned AI investment is "A factor of 20 below what we see in the US by just the 7 hyperscalers." That comparison shows that a small cluster of America's cloud and platform giants alone dwarfs what the entire European bloc is committing.
#broader #hyperscalers #grab
AI-driven labor restructuring remains isolated to high-exposure occupations, with broader impact on healthcare, logistics, and finance not projected until 2029.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
A recent Thoughts on the Market roundtable hosted by Seth Carpenter highlighted two major realities shaping the AI economy. Just seven U.S. hyperscalers plan to spend 20 times more on AI than all of Europe, while AI's broader impact on employment may not emerge until 2029 or later.
The episode discussed that Europe's total planned AI investment is "A factor of 20 below what we see in the US by just the 7 hyperscalers." That comparison shows that a small cluster of America's cloud and platform giants alone dwarfs what the entire European bloc is committing.
#broader #hyperscalers #grab
7 days ago
New Jersey-based Kenvue Inc. (KVUE) is the world's largest pure-play consumer health company by revenue, backed by more than a century of trusted innovation. Home to household names such as Aveeno, BAND-AID, Johnson's, Listerine, Neutrogena, and Tylenol, the company combines science-backed products with strong healthcare professional endorsements. By delivering everyday essentials that millions rely on, Kenvue has earned a lasting place in consumers' homes and in the global consumer health market.
With a market capitalization of roughly $36.5 billion, Kenvue is gearing up to report its fiscal 2026 second-quarter results soon. Wall Street expects the consumer health giant to deliver earnings of $0.32 per share, marking a 10.3% year-over-year increase. Investors have reason for optimism, as Kenvue has surpassed ***** ysts' earnings estimates in each of the past four quarters.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Billionaire Mark Cuban Says If CEOs Get 10% of Pay in Stock, Janitors Deserve the Same Percentage — 'That Will Change the Game'
#Intel
With a market capitalization of roughly $36.5 billion, Kenvue is gearing up to report its fiscal 2026 second-quarter results soon. Wall Street expects the consumer health giant to deliver earnings of $0.32 per share, marking a 10.3% year-over-year increase. Investors have reason for optimism, as Kenvue has surpassed ***** ysts' earnings estimates in each of the past four quarters.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Billionaire Mark Cuban Says If CEOs Get 10% of Pay in Stock, Janitors Deserve the Same Percentage — 'That Will Change the Game'
#Intel
7 days ago
Realty Income Corporation (O), headquartered in San Diego, California, is real estate partner to the world's leading companies. With a market cap of $61.3 billion, the company owns and manages a portfolio of commercial properties located across the U.S. Realty Income focuses on acquiring single-tenant retail locations, leased to regional and national chains, and under long-term net lease agreements. The REIT giant is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ******* ysts expect O to report an FFO of $1.09 per share on a diluted basis, up 3.8% from $1.05 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#income #company #quarter #corporation
Ahead of the event, ******* ysts expect O to report an FFO of $1.09 per share on a diluted basis, up 3.8% from $1.05 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#income #company #quarter #corporation
8 days ago
XLU trades at 23x earnings, which is above its 17x historical norm, as Constellation and Vistra add direct AI data center power pricing exposure.
VPU delivers similar returns to XLU with broader diversification, while RSPU prevents any one stock from dominating the way NextEra does at 14%.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Utility stocks returned to focus in 2026 as artificial intelligence data center demand strained the power grid. That backdrop has pushed investors back into sector funds like the Utilities Select Sector SPDR Fund (NYSEARCA:XLU), the Vanguard Utilities ETF (NYSEARCA:VPU), the Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RSPU), and the actively managed Virtus Reaves Utilities ETF (NYSEARCA:UTES).
XLU sits at the center of the conversation. The fund carries a 0.08% net expense ratio, has climbed roughly 8% year to date, and pays a 2.6% dividend yield. The question for investors is whether that combination still offers the stability the sector is known for after a re-rating driven more by AI narratives than by regulated returns.
VPU delivers similar returns to XLU with broader diversification, while RSPU prevents any one stock from dominating the way NextEra does at 14%.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Utility stocks returned to focus in 2026 as artificial intelligence data center demand strained the power grid. That backdrop has pushed investors back into sector funds like the Utilities Select Sector SPDR Fund (NYSEARCA:XLU), the Vanguard Utilities ETF (NYSEARCA:VPU), the Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RSPU), and the actively managed Virtus Reaves Utilities ETF (NYSEARCA:UTES).
XLU sits at the center of the conversation. The fund carries a 0.08% net expense ratio, has climbed roughly 8% year to date, and pays a 2.6% dividend yield. The question for investors is whether that combination still offers the stability the sector is known for after a re-rating driven more by AI narratives than by regulated returns.
20 days ago
Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the "Artisan Mid Cap Value Fund". A copy of this letter is available for download here. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some holdings faced company-specific setbacks and negative sentiment. The Fund's Investor Class: ARTQX returned -4.93%, Advisor Class: APDQX declined by -4.90%, and Institutional Class: APHQX fell by -4.97%, all trailing the Index's 3.68% gain. The equity market in the quarter was mixed, with mid- and small-cap indices showing resilience despite lagging large-cap growth stocks. Volatility increased, initially fueled by interest in AI and private credit, but escalated after the outbreak of war in Iran, leading to rising oil prices. Sector performance varied, with energy leading the gains. The Fund continues to seek companies capable of value growth during market dislocations at attractive entry points. Also, review the Fund's top five holdings to see its best picks for 2026.
In its first-quarter 2026 investor letter, Artisan Mid Cap Value Fund highlighted NOV Inc. (NYSE:NOV) as one of its leading contributors. NOV Inc. (NYSE:NOV) is a leading provider of equipment, technology, and expertise to the oil and gas industry. On July 7, 2026, NOV Inc. (NYSE:NOV) closed at $18.28 per share. One-month return of NOV Inc. (NYSE:NOV) was -13.28%, and its shares gained 36.21% over the past 52 weeks. NOV Inc. (NYSE:NOV) has a market capitalization of $6.56 billion.
Artisan Mid Cap Value Fund stated the following regarding NOV Inc. (NYSE:NOV) in its Q1 2026 investor letter:
"Our energy holdings were well represented among our top contributors, benefiting from higher energy prices. Permian Resources (PR), an independent oil and gas company, and NOV, the largest manufacturer of oilfield equipment, led the way. NOV Inc. (NYSE:NOV) ended 2025 on a solid note, with Q4 revenue up nearly 5% sequentially and earnings beating expectations, helped by strong execution, backlog conversion and market share gains even as broader global activity remained soft. NOV's energy equipment segment has been a bright spot, benefiting from stronger offshore demand and a growing backlog that supports future activity. Cash flow generation has remained solid, allowing NOV to continue returning capital to shareholders. The Middle East conflict is creating near term headwinds for NOV through logistical and supply-chain disruptions, weaker aftermarket demand and softer customer ordering activity across the region. Thankfully, the company has reported no personnel injuries or facility damage, and its Saudi rig-building and composite pipe facilities remain operational. The disruption is likely to impact near-term results, but the longer term outlook remains intact, in our view, supported by NOV's diversified global footprint and a still-constructive offshore bac
In its first-quarter 2026 investor letter, Artisan Mid Cap Value Fund highlighted NOV Inc. (NYSE:NOV) as one of its leading contributors. NOV Inc. (NYSE:NOV) is a leading provider of equipment, technology, and expertise to the oil and gas industry. On July 7, 2026, NOV Inc. (NYSE:NOV) closed at $18.28 per share. One-month return of NOV Inc. (NYSE:NOV) was -13.28%, and its shares gained 36.21% over the past 52 weeks. NOV Inc. (NYSE:NOV) has a market capitalization of $6.56 billion.
Artisan Mid Cap Value Fund stated the following regarding NOV Inc. (NYSE:NOV) in its Q1 2026 investor letter:
"Our energy holdings were well represented among our top contributors, benefiting from higher energy prices. Permian Resources (PR), an independent oil and gas company, and NOV, the largest manufacturer of oilfield equipment, led the way. NOV Inc. (NYSE:NOV) ended 2025 on a solid note, with Q4 revenue up nearly 5% sequentially and earnings beating expectations, helped by strong execution, backlog conversion and market share gains even as broader global activity remained soft. NOV's energy equipment segment has been a bright spot, benefiting from stronger offshore demand and a growing backlog that supports future activity. Cash flow generation has remained solid, allowing NOV to continue returning capital to shareholders. The Middle East conflict is creating near term headwinds for NOV through logistical and supply-chain disruptions, weaker aftermarket demand and softer customer ordering activity across the region. Thankfully, the company has reported no personnel injuries or facility damage, and its Saudi rig-building and composite pipe facilities remain operational. The disruption is likely to impact near-term results, but the longer term outlook remains intact, in our view, supported by NOV's diversified global footprint and a still-constructive offshore bac
20 days ago
Sandisk Corp. (NASDAQ:SNDK) is one of the 10 Stocks Investors Are Running Away From.
Sandisk extended its losing streak to a fourth consecutive day on Tuesday, shedding 7.26 percent to close at $1,617.70 apiece, as investors resumed profit-taking to take advantage of its high valuation.
Last month alone, shares in Sandisk Corp. (NASDAQ:SNDK) surged by as much as 38.9 percent, hitting a peak of $2,354.39 amid the ongoing strong demand for memory and storage products, thanks to the rapidly growing AI. This year alone, the stock has already climbed by as much as 892 percent.
Photo from Sandisk's website
The surge was further validated by Apple Corp.'s planned increase in the prices of its products, citing the high memory costs.
Sandisk extended its losing streak to a fourth consecutive day on Tuesday, shedding 7.26 percent to close at $1,617.70 apiece, as investors resumed profit-taking to take advantage of its high valuation.
Last month alone, shares in Sandisk Corp. (NASDAQ:SNDK) surged by as much as 38.9 percent, hitting a peak of $2,354.39 amid the ongoing strong demand for memory and storage products, thanks to the rapidly growing AI. This year alone, the stock has already climbed by as much as 892 percent.
Photo from Sandisk's website
The surge was further validated by Apple Corp.'s planned increase in the prices of its products, citing the high memory costs.
20 days ago
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Being your own boss can be incredibly rewarding. But it also comes with a lot of responsibility, and when something goes wrong, there's only the boss — that's you! — to blame.
One aspect of self-employment that can trip you up is doing your taxes. If you're new to self-employment, you may want to save money by doing your own taxes. But making a mistake when it comes to your filing can cost you — in some cases, a lot more than using a professional tax preparer might have.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
Being your own boss can be incredibly rewarding. But it also comes with a lot of responsibility, and when something goes wrong, there's only the boss — that's you! — to blame.
One aspect of self-employment that can trip you up is doing your taxes. If you're new to self-employment, you may want to save money by doing your own taxes. But making a mistake when it comes to your filing can cost you — in some cases, a lot more than using a professional tax preparer might have.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
24 days ago
Three weeks ago, Elon Musk's artificial intelligence (AI) and **** e infrastructure goliath, **** e Exploration Technologies (SpaceX) (NASDAQ: SPCX), etched its name in Wall Street's record books.
Prior to **** eX, no public company had ever raised more than $29.4 billion from an initial public offering (IPO), including the underwriters' option. **** eX practically tripled this figure by raising $85.7 billion from its June 12 IPO. It also made **** eX one of America's largest businesses.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But it'll take a lot more than IPO buzz and history-making moments to convince Wall Street that **** eX is a stock retail investors should own. Despite several upcoming catalysts, including **** eX's inclusion in the growth-focused Nasdaq-100, a massive potential fleecing of retail investors awaits, courtesy of the company's accelerated share lockup period.
In addition to the largest-ever IPO capital raise, **** eX's debut was unique in how few shares the company sold. While the 555.6 million shares sold might sound like a lot, it's less than 5% of the company's outstanding shares. Typically, companies that are going public sell 10% to 25% of their outstanding shares.
Prior to **** eX, no public company had ever raised more than $29.4 billion from an initial public offering (IPO), including the underwriters' option. **** eX practically tripled this figure by raising $85.7 billion from its June 12 IPO. It also made **** eX one of America's largest businesses.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But it'll take a lot more than IPO buzz and history-making moments to convince Wall Street that **** eX is a stock retail investors should own. Despite several upcoming catalysts, including **** eX's inclusion in the growth-focused Nasdaq-100, a massive potential fleecing of retail investors awaits, courtesy of the company's accelerated share lockup period.
In addition to the largest-ever IPO capital raise, **** eX's debut was unique in how few shares the company sold. While the 555.6 million shares sold might sound like a lot, it's less than 5% of the company's outstanding shares. Typically, companies that are going public sell 10% to 25% of their outstanding shares.
25 days ago
Robinhood (HOOD) stock is pushing higher on July 2 as investors cheer the official rollout of Robinhood Chain, an Ethereum Layer-2 blockchain designed for real-world ******* ets. The mainnet launch arrives months after the financial technology company opened a public testnet in February.
Robinhood stock has been a lucrative investment in recent months, currently up a remarkable 77% versus its March low.
Cathie Wood Bets Big on Cerebras and Palantir Stocks After Sharp Pullback
Nasdaq Futures Slip as Chip Stocks Extend Slide, U.S. Jobs Report in Focus
Weakness in Chipmakers Drags Stock Indexes Lower
Robinhood stock has been a lucrative investment in recent months, currently up a remarkable 77% versus its March low.
Cathie Wood Bets Big on Cerebras and Palantir Stocks After Sharp Pullback
Nasdaq Futures Slip as Chip Stocks Extend Slide, U.S. Jobs Report in Focus
Weakness in Chipmakers Drags Stock Indexes Lower
26 days ago
SCHD and JEPI anchor a four-ETF stack targeting $4,000 a month, combining dividend growth with covered-call income from mega-cap blue chips.
Social Security's 2.8% COLA barely keeps pace with inflation, and projected reserve depletion by 2033 makes outside income non-negotiable for retirees.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
The 2026 Social Security cost-of-living adjustment came in at 2.8%, which barely keeps pace with what you actually spend at the grocery store. If you are counting on that check alone to fund the next 20 or 30 years of your life, you are gambling with the rent. The fix is simpler than it sounds: build a four-ETF income stack that does the heavy lifting your benefits cannot. The funds in question are Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ), and Vanguard High Dividend Yield ETF (NYSEARCA:VYM). Used together, they can realistically generate $4,000 a month for a well-sized portfolio, and each one plays a distinct role.
Stanford economists note that Social Security's reserves are on track to run short, with projections showing the surplus gone by 2033 unless something changes. Even if you delay claiming to age 70 for the roughly 8% annual ******* p, you still need outside income. A $4,000-a-month target equals $48,000 a year in cash distributions on top of whatever Social Security delivers. That is the gap these four ETFs are built to close, with different yields, different risk profiles, and enough overlap to smooth out bad quarters.
Social Security's 2.8% COLA barely keeps pace with inflation, and projected reserve depletion by 2033 makes outside income non-negotiable for retirees.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
The 2026 Social Security cost-of-living adjustment came in at 2.8%, which barely keeps pace with what you actually spend at the grocery store. If you are counting on that check alone to fund the next 20 or 30 years of your life, you are gambling with the rent. The fix is simpler than it sounds: build a four-ETF income stack that does the heavy lifting your benefits cannot. The funds in question are Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ), and Vanguard High Dividend Yield ETF (NYSEARCA:VYM). Used together, they can realistically generate $4,000 a month for a well-sized portfolio, and each one plays a distinct role.
Stanford economists note that Social Security's reserves are on track to run short, with projections showing the surplus gone by 2033 unless something changes. Even if you delay claiming to age 70 for the roughly 8% annual ******* p, you still need outside income. A $4,000-a-month target equals $48,000 a year in cash distributions on top of whatever Social Security delivers. That is the gap these four ETFs are built to close, with different yields, different risk profiles, and enough overlap to smooth out bad quarters.
27 days ago
Amgen Inc. (NASDAQ:AMGN) ranks among the top NASDAQ stocks for retirement. On June 16, Mizuho increased its price target for Amgen Inc. (NASDAQ:AMGN) to $303 from $295 while keeping a Neutral rating on the company's shares, with the firm highlighting MariTide and olpasiran as crucial focal points for the company.
Mizuho said that Novartis and Ionis Pharmaceuticals' pelacarsen Phase 3 Lp(a) research is slated to conclude in the early second half of 2026, which might possibly ***** ist Amgen Inc. (NASDAQ:AMGN).
Mizuho slightly increased its medium-term sales outlook for Amgen Inc. (NASDAQ:AMGN), leading to a minor price target revision. As information from the Novartis and Ionis Phase 3 Lp(a) research becomes available, likely in the first half of 2026, the firm anticipates that market focus will turn toward olpasiran. The olpasiran data is expected to be released at a later time.
Meanwhile, Mizuho noted a potential risk ***** ociated with a tax dispute resolution projected no sooner than the latter half of 2026. The firm stated that it is seeking more details on the IRS tax dispute, which, as per Amgen's 10-Q filing, will not be resolved before the latter half of 2026.
Amgen Inc. (NASDAQ:AMGN) is a drug manufacturer that delivers human therapeutics through pharmaceutical wholesale distributors. The company was founded in 1980 and is headquartered in California.
Mizuho said that Novartis and Ionis Pharmaceuticals' pelacarsen Phase 3 Lp(a) research is slated to conclude in the early second half of 2026, which might possibly ***** ist Amgen Inc. (NASDAQ:AMGN).
Mizuho slightly increased its medium-term sales outlook for Amgen Inc. (NASDAQ:AMGN), leading to a minor price target revision. As information from the Novartis and Ionis Phase 3 Lp(a) research becomes available, likely in the first half of 2026, the firm anticipates that market focus will turn toward olpasiran. The olpasiran data is expected to be released at a later time.
Meanwhile, Mizuho noted a potential risk ***** ociated with a tax dispute resolution projected no sooner than the latter half of 2026. The firm stated that it is seeking more details on the IRS tax dispute, which, as per Amgen's 10-Q filing, will not be resolved before the latter half of 2026.
Amgen Inc. (NASDAQ:AMGN) is a drug manufacturer that delivers human therapeutics through pharmaceutical wholesale distributors. The company was founded in 1980 and is headquartered in California.
27 days ago
Brown Advisory, an investment management company, released its "Brown Large-Cap Growth Strategy" for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, relative performance improved significantly as the quarter progressed. Initial pressures stemmed from weaknesses in the software sector, affected by concerns over AI disrupting traditional models. Conversely, sectors like Industrials and Consumer Discretionary positively contributed to performance, while Information Technology and Health Care were the largest detractors. The strategy's ability to outperform in a down market indicates the quality of holdings. As market leadership broadens, the firm's focus remains on maintaining a diversified portfolio of high-quality growth companies, aiming for strong long-term results. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted Axon Enterprise, Inc. (NASDAQ:AXON) as a newly established position. Axon Enterprise, Inc. (NASDAQ:AXON) is a public-safety technology company focused on developing connected law enforcement products and services, including taser, body camera, drone, and other hardware solutions. On July 1, 2026, Axon Enterprise, Inc. (NASDAQ:AXON) closed at $593.96 per share. One-month return of Axon Enterprise, Inc. (NASDAQ:AXON) was 15.74%, and its shares lost 25.33% over the past 52 weeks. Axon Enterprise, Inc. (NASDAQ:AXON) has a market capitalization of $47.87 billion.
Brown Advisory Large-Cap Growth Strategy stated the following regarding Axon Enterprise, Inc. (NASDAQ:AXON) in its Q1 2026 investor letter:
"We initiated a position in Axon Enterprise, Inc. (NASDAQ:AXON). It is a leading provider of technology solutions to the public safety market, including TASER devices, body cameras, and a growing software platform. We initiated the position during a broader selloff in software, which provided an attractive entry point into a company benefiting from strong demand for mission-critical solutions. Axon Enterprises is increasingly generating revenue from AI-enabled products, including its DraftOne platform, which is gaining traction across customers. We believe the company's integrated ecosystem and expanding product set positions it well for continued growth."
In its first-quarter 2026 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted Axon Enterprise, Inc. (NASDAQ:AXON) as a newly established position. Axon Enterprise, Inc. (NASDAQ:AXON) is a public-safety technology company focused on developing connected law enforcement products and services, including taser, body camera, drone, and other hardware solutions. On July 1, 2026, Axon Enterprise, Inc. (NASDAQ:AXON) closed at $593.96 per share. One-month return of Axon Enterprise, Inc. (NASDAQ:AXON) was 15.74%, and its shares lost 25.33% over the past 52 weeks. Axon Enterprise, Inc. (NASDAQ:AXON) has a market capitalization of $47.87 billion.
Brown Advisory Large-Cap Growth Strategy stated the following regarding Axon Enterprise, Inc. (NASDAQ:AXON) in its Q1 2026 investor letter:
"We initiated a position in Axon Enterprise, Inc. (NASDAQ:AXON). It is a leading provider of technology solutions to the public safety market, including TASER devices, body cameras, and a growing software platform. We initiated the position during a broader selloff in software, which provided an attractive entry point into a company benefiting from strong demand for mission-critical solutions. Axon Enterprises is increasingly generating revenue from AI-enabled products, including its DraftOne platform, which is gaining traction across customers. We believe the company's integrated ecosystem and expanding product set positions it well for continued growth."
27 days ago
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June 30, 2026 10:53 am ET
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U.S. job openings and hires held steady in May, according to a report from the Labor Department’s monthly job openings and labor turnover survey.
June 30, 2026 10:53 am ET
Listen
(1 min)
U.S. job openings and hires held steady in May, according to a report from the Labor Department’s monthly job openings and labor turnover survey.
30 days ago
Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) is one of the 10 Best New Stocks to Buy Other Than ****** eX.
On June 24, 2026, Citi lowered its price target on Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) to $90 from $95 and kept a Buy rating. Citi updated its model after the fiscal Q4 report and cited a slightly less constructive rental margin outlook for the lower target.
On June 23, Sunbelt Rentals reported Q4 adjusted EPS of 74c, below the 76c consensus, while revenue of $2.75B topped the $2.64B consensus. CEO Brendan Horgan said fiscal 2026 was a "strong year," citing the company's customer-led strategy, disciplined execution, and team performance. Horgan also pointed to strong fourth-quarter momentum, with North America Specialty rental revenue up 15% and North America General Tool growing 4%. Sunbelt also announced the acquisition of Reliant ****** et Management, which Horgan described as part of its bolt-on acquisition strategy and said is expected to be EPS accretive in year one after closing.
Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) sees FY27 revenue growth of 4.5%-7.5%, rental revenue growth of 5%-8%, and adjusted EBITDA of $4.85B-$5.05B.
Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) operates a construction, industrial, and general equipment rental business under the Sunbelt Rentals brand in the United States, the United Kingdom, and Canada.
On June 24, 2026, Citi lowered its price target on Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) to $90 from $95 and kept a Buy rating. Citi updated its model after the fiscal Q4 report and cited a slightly less constructive rental margin outlook for the lower target.
On June 23, Sunbelt Rentals reported Q4 adjusted EPS of 74c, below the 76c consensus, while revenue of $2.75B topped the $2.64B consensus. CEO Brendan Horgan said fiscal 2026 was a "strong year," citing the company's customer-led strategy, disciplined execution, and team performance. Horgan also pointed to strong fourth-quarter momentum, with North America Specialty rental revenue up 15% and North America General Tool growing 4%. Sunbelt also announced the acquisition of Reliant ****** et Management, which Horgan described as part of its bolt-on acquisition strategy and said is expected to be EPS accretive in year one after closing.
Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) sees FY27 revenue growth of 4.5%-7.5%, rental revenue growth of 5%-8%, and adjusted EBITDA of $4.85B-$5.05B.
Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) operates a construction, industrial, and general equipment rental business under the Sunbelt Rentals brand in the United States, the United Kingdom, and Canada.
1 month ago
Microsoft Corporation (NASDAQ:MSFT) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that, according to EU antitrust regulators, Amazon and Microsoft Corporation's (NASDAQ:MSFT) cloud computing services should be designated as "gatekeepers" under landmark tech rules. This step would subject them to strict obligations aimed at curbing market power. It further stated that the designation under the Digital Markets Act would impose a set of obligations and bans on Amazon Web Services and Microsoft Azure, which includes "limits on self-preferencing and requirements to ensure interoperability and data portability".
In a separate development, Following Microsoft Corporation (NASDAQ:MSFT) and Chevron's signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes "the most compelling element of the structure" is its behind-the-meter design, whereby the plant generates its own power on-site and feeds the campus directly, without drawing on the grid or involving a local utility. The firm further stated that it sees the deal providing "valuable diversification" against the balance of Chevron's commodity-price-exposed portfolio.
Microsoft Corporation (NASDAQ:MSFT) develops and supports services, software, devices, and solutions. It operates through the Intelligent Cloud, Productivity and Business Processes, and More Personal Computing segments.
While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In a separate development, Following Microsoft Corporation (NASDAQ:MSFT) and Chevron's signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes "the most compelling element of the structure" is its behind-the-meter design, whereby the plant generates its own power on-site and feeds the campus directly, without drawing on the grid or involving a local utility. The firm further stated that it sees the deal providing "valuable diversification" against the balance of Chevron's commodity-price-exposed portfolio.
Microsoft Corporation (NASDAQ:MSFT) develops and supports services, software, devices, and solutions. It operates through the Intelligent Cloud, Productivity and Business Processes, and More Personal Computing segments.
While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
Micron (MU) stock is ripping higher on June 25 after the memory chip giant posted a blockbuster Q3, featuring a 346% year-over-year increase in revenue to $41.46 billion.
As investors reacted to management's impressive guidance for about a 20% sequential growth in the current quarter, MU's relative strength index (RSI) soared into the mid-60s, signaling the stock is now approaching "overbought" territory.
Palantir Stock Crashes to a 52-Week Low: Why It's Time to Buy the Dip.
AMD's MEXT Acquisition Is More Important Than Markets Realize. Here's How It Solves the Memory Bottleneck.
Stocks Rally Before the Open on Upbeat Micron Earnings, U.S. PCE Inflation Data in Focus
As investors reacted to management's impressive guidance for about a 20% sequential growth in the current quarter, MU's relative strength index (RSI) soared into the mid-60s, signaling the stock is now approaching "overbought" territory.
Palantir Stock Crashes to a 52-Week Low: Why It's Time to Buy the Dip.
AMD's MEXT Acquisition Is More Important Than Markets Realize. Here's How It Solves the Memory Bottleneck.
Stocks Rally Before the Open on Upbeat Micron Earnings, U.S. PCE Inflation Data in Focus
1 month ago
Even before its explosive growth, the company was already so swamped by demand it was warning investors it couldn't keep up.
When a stock like Seagate Technology (STX) rips 702% in a year, as it did starting in June 2025, the natural reaction is to **** ume a lightning strike. A sudden breakthrough, an unexpected market turn. With Seagate, the story was one of a gradually building pressure cooker, with the steam visibly venting for anyone who cared to look.
The evidence was clear in management's own words, quarter after quarter, describing a business where demand was beginning to run away from supply. The real tell was the slow, grinding mismatch between what customers wanted and what Seagate could actually ship.
How far out could management see the demand coming?
By the spring of 2025, just before the run, the company's future was practically booked solid. On its April earnings call, management noted it already had "visibility of demand with several customers into the first-half of calendar 2026 as we negotiate new build-to-order agreements." That's not forecasting. That's a company looking at a calendar filling up with commitments almost a year in advance, driven by what it called a "very tight supply environment."
When a stock like Seagate Technology (STX) rips 702% in a year, as it did starting in June 2025, the natural reaction is to **** ume a lightning strike. A sudden breakthrough, an unexpected market turn. With Seagate, the story was one of a gradually building pressure cooker, with the steam visibly venting for anyone who cared to look.
The evidence was clear in management's own words, quarter after quarter, describing a business where demand was beginning to run away from supply. The real tell was the slow, grinding mismatch between what customers wanted and what Seagate could actually ship.
How far out could management see the demand coming?
By the spring of 2025, just before the run, the company's future was practically booked solid. On its April earnings call, management noted it already had "visibility of demand with several customers into the first-half of calendar 2026 as we negotiate new build-to-order agreements." That's not forecasting. That's a company looking at a calendar filling up with commitments almost a year in advance, driven by what it called a "very tight supply environment."
1 month ago
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1 month ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Carlyle to Add Weather-Risk Insurance Impact in Valuing ***** ets "The $475 billion private equity giant is collaborating with insurance broker Marsh on the new approach. Engineers, other insurers and climate risk experts are also contributing to discussions." (FundFire)
Post-SpaceX IPO, Investors Pour $83B Into U.S. Equities "While basic, passive S&P 500 exposure via the iShares Core S&P 500 ETF (IVV) drew in the most aggregate flows last week, the $8.3 billion and $7.4 billion into the Technology Select Sector SPDR Fund (XLK) and the VanEck Semiconductor ETF (SMH) respectively underscore the ongoing popularity of all things tech for investors." (ETF.com)
Why Most Stocks Aren't Worth Owning "Earlier this year, Bessembinder updated his research in One Hundred Years in the U.S. Stock Markets. Studying roughly 30,000 US stocks between 1926 and 2025, he found that less than half posted positive returns and just 41.17% outperformed the US Treasury bill. Just 46 stocks accounted for half the $91 trillion of wealth created." (Morningstar)
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy "A portfolio made up of many individual securities, on the other hand, has many more potential loss opportunities that can be individually harvested (even though the performance of the individual-securities portfolio might be the same in aggregate as the broad-index ETF portfolio) because each holding with a loss can directly be harvested - allowing that one position to be tax-loss harvested even if the portfolio and index as a whole are up." (Kitces.com)
Carlyle to Add Weather-Risk Insurance Impact in Valuing ***** ets "The $475 billion private equity giant is collaborating with insurance broker Marsh on the new approach. Engineers, other insurers and climate risk experts are also contributing to discussions." (FundFire)
Post-SpaceX IPO, Investors Pour $83B Into U.S. Equities "While basic, passive S&P 500 exposure via the iShares Core S&P 500 ETF (IVV) drew in the most aggregate flows last week, the $8.3 billion and $7.4 billion into the Technology Select Sector SPDR Fund (XLK) and the VanEck Semiconductor ETF (SMH) respectively underscore the ongoing popularity of all things tech for investors." (ETF.com)
Why Most Stocks Aren't Worth Owning "Earlier this year, Bessembinder updated his research in One Hundred Years in the U.S. Stock Markets. Studying roughly 30,000 US stocks between 1926 and 2025, he found that less than half posted positive returns and just 41.17% outperformed the US Treasury bill. Just 46 stocks accounted for half the $91 trillion of wealth created." (Morningstar)
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy "A portfolio made up of many individual securities, on the other hand, has many more potential loss opportunities that can be individually harvested (even though the performance of the individual-securities portfolio might be the same in aggregate as the broad-index ETF portfolio) because each holding with a loss can directly be harvested - allowing that one position to be tax-loss harvested even if the portfolio and index as a whole are up." (Kitces.com)
1 month ago
Watch Video Highlights Below, or Click HERE:
Tech Edge hosted a fireside chat on June 8 at Pax8 Beyond 2026 in Salt Lake City with Scott Chasin, Chief Executive Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the total addressable market (TAM) for small and medium businesses (SMBs) in IT spend has eclipsed the amount for large enterprises, in large part because of the recent wave of AI-native businesses coming to market. He also emphasized that the opportunity to deploy agentic AI in SMBs remains a massive opportunity that's just beginning to be harnessed, as evidenced by only 90,000 to 100,000 managed service providers working with about 400 million SMBs worldwide. Watch the interview to get the whole story from Mr. Chasin.
About Scott Chasin
Scott Chasin is a serial entrepreneur who has founded several successful startups in collaboration, security, and cloud. Scott is currently the Chief Executive Officer of Pax8, a cloud marketplace that empowers the modern MSP to buy, sell, and manage cloud products. Before joining Pax8, Scott was the founder and CEO of Protectwise, an innovative network security company acquired by Verizon. Previous to Protectwise, he founded several venture-backed startups, including USA.NET (acquired by BAE Systems), MX Logic (acquired by McAfee), and Bugtraq (acquired by Symantec).
About Pax8
Pax8 is the global AI and cloud Marketplace for small and medium-sized businesses (SMBs). Pax8 connects service providers and technology companies on a unified platform to discover, buy, sell, deploy and manage technology solutions for SMBs. More than 47,000 IT partners and 800,000 SMBs rely on Pax8 for expertise, automation and real-time insights to stay productive, protected and prepared for the AI economy.
Contact:
Tech Edge hosted a fireside chat on June 8 at Pax8 Beyond 2026 in Salt Lake City with Scott Chasin, Chief Executive Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the total addressable market (TAM) for small and medium businesses (SMBs) in IT spend has eclipsed the amount for large enterprises, in large part because of the recent wave of AI-native businesses coming to market. He also emphasized that the opportunity to deploy agentic AI in SMBs remains a massive opportunity that's just beginning to be harnessed, as evidenced by only 90,000 to 100,000 managed service providers working with about 400 million SMBs worldwide. Watch the interview to get the whole story from Mr. Chasin.
About Scott Chasin
Scott Chasin is a serial entrepreneur who has founded several successful startups in collaboration, security, and cloud. Scott is currently the Chief Executive Officer of Pax8, a cloud marketplace that empowers the modern MSP to buy, sell, and manage cloud products. Before joining Pax8, Scott was the founder and CEO of Protectwise, an innovative network security company acquired by Verizon. Previous to Protectwise, he founded several venture-backed startups, including USA.NET (acquired by BAE Systems), MX Logic (acquired by McAfee), and Bugtraq (acquired by Symantec).
About Pax8
Pax8 is the global AI and cloud Marketplace for small and medium-sized businesses (SMBs). Pax8 connects service providers and technology companies on a unified platform to discover, buy, sell, deploy and manage technology solutions for SMBs. More than 47,000 IT partners and 800,000 SMBs rely on Pax8 for expertise, automation and real-time insights to stay productive, protected and prepared for the AI economy.
Contact:
1 month ago
Tech stocks swung higher Thursday on optimism over the US-Iran deal.
Intel gained more than 10% after President Trump posted on Truth Social that the company is working with Apple to build chips for the iPhone maker. Apple stock was flat on the day.
SpaceX closed out the day lower for the second straight day for the first time since it began training on the public market. Shares were off roughly 3.5%.
On Wednesday, Uber and Lucid announced that they're expanding their robotaxi service to Houston.
The companies previously announced San Francisco as their launch city, with plans to begin offering autonomous rides later this year. Houston will get self-driving rides in 2027.
Intel gained more than 10% after President Trump posted on Truth Social that the company is working with Apple to build chips for the iPhone maker. Apple stock was flat on the day.
SpaceX closed out the day lower for the second straight day for the first time since it began training on the public market. Shares were off roughly 3.5%.
On Wednesday, Uber and Lucid announced that they're expanding their robotaxi service to Houston.
The companies previously announced San Francisco as their launch city, with plans to begin offering autonomous rides later this year. Houston will get self-driving rides in 2027.
1 month ago
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June 16, 2026 8:56 am ET
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(1 min)
Prices on U.S. energy imports rose at a slower rate last month as the global economy adjusted to the effects of the Iran conflict, but overall growth in import prices remained elevated, the Labor Department reported Tuesday.
June 16, 2026 8:56 am ET
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(1 min)
Prices on U.S. energy imports rose at a slower rate last month as the global economy adjusted to the effects of the Iran conflict, but overall growth in import prices remained elevated, the Labor Department reported Tuesday.
1 month ago
If you asked your brokerage for a piece of the ***** eX initial public offering (IPO) last week, you probably got one, just not the size you were hoping for.
That alone makes this deal strange. On a typical hot IPO, an estimated 95% of the shares go to large institutions such as banks, leaving everyday investors to buy in only after trading opens, often at a higher price (1), according to estimates from Jay Ritter, a University of Florida finance professor who tracks new listings (2).
The ultra-rich use these 5 real estate strategies to build wealth while they sleep — you can start with just $100
Robert Kiyosaki says this 1 ***** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Surprised? Here's where their money is actually going
That alone makes this deal strange. On a typical hot IPO, an estimated 95% of the shares go to large institutions such as banks, leaving everyday investors to buy in only after trading opens, often at a higher price (1), according to estimates from Jay Ritter, a University of Florida finance professor who tracks new listings (2).
The ultra-rich use these 5 real estate strategies to build wealth while they sleep — you can start with just $100
Robert Kiyosaki says this 1 ***** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Surprised? Here's where their money is actually going
1 month ago
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June 15, 2026 9:11 am ET
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(2 min)
A consumer is demanding that Anthropic reimburse customers of its priciest artificial intelligence subscription plans, alleging in a new lawsuit that the company oversold the usage allowances it offered.
June 15, 2026 9:11 am ET
Listen
(2 min)
A consumer is demanding that Anthropic reimburse customers of its priciest artificial intelligence subscription plans, alleging in a new lawsuit that the company oversold the usage allowances it offered.
1 month ago
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Wall Street was betting big on Fed relief, but Bank of America sees a quiet risk brewing.
The bank sees an unsettling 1994-style market setup, where inflationary pressures, higher yields, and tighter Fed policy could hit stocks instead.
The warning lands as headline CPI is running near 4.2%, according to Seeking Alpha, while unemployment sits around 4.3%, and Treasury yields remain elevated.
Bank of America says inflation has averaged roughly 0.5% monthly over the past six months, a pace that could push annual CPI above 5% by the midterm elections.
Wall Street was betting big on Fed relief, but Bank of America sees a quiet risk brewing.
The bank sees an unsettling 1994-style market setup, where inflationary pressures, higher yields, and tighter Fed policy could hit stocks instead.
The warning lands as headline CPI is running near 4.2%, according to Seeking Alpha, while unemployment sits around 4.3%, and Treasury yields remain elevated.
Bank of America says inflation has averaged roughly 0.5% monthly over the past six months, a pace that could push annual CPI above 5% by the midterm elections.
2 months ago
Is S a good stock to buy? We came across a bullish thesis on SentinelOne, Inc. on BetterInvesting101's Substack. In this article, we will summarize the bulls' thesis on S. SentinelOne, Inc.'s share was trading at $15.95 as of June 5th. S's forward P/E was 46.95 according to Yahoo Finance.
Copyright: photovibes / 123RF Stock Photo
SentinelOne operates as an AI-driven cybersecurity platform positioned at the center of enterprise digital defense, leveraging founder-led continuity under CEO Tomer Weingarten to build a unified security architecture designed to replace fragmented legacy tools. The Singularity platform integrates endpoint protection, cloud workload security, identity threat detection, and automated AI-driven response into a single agent and data layer, enabling real-time behavioral detection and autonomous remediation without reliance on manual ***** yst intervention.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Copyright: photovibes / 123RF Stock Photo
SentinelOne operates as an AI-driven cybersecurity platform positioned at the center of enterprise digital defense, leveraging founder-led continuity under CEO Tomer Weingarten to build a unified security architecture designed to replace fragmented legacy tools. The Singularity platform integrates endpoint protection, cloud workload security, identity threat detection, and automated AI-driven response into a single agent and data layer, enabling real-time behavioral detection and autonomous remediation without reliance on manual ***** yst intervention.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
2 months ago
NVDA's Data Center revenue surged 92% to $75B, but $119B in supply commitments hinge on enterprise buyers who can't yet prove AI ROI.
Uber can't link token spend to product gains, Microsoft canceled AI licenses over budget overruns, and Meta shut down its internal AI usage leaderboard.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Jensen Huang has a way with grand **** ouncements. On NVIDIA's most recent earnings call, the CEO told investors that "the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed." The numbers behind that statement are real: NVIDIA (NASDAQ:NVDA) just posted $81.61 billion in quarterly revenue, with Data Center alone contributing $75.25 billion, up 92% year over year.
The tiny problem? The customers paying for those factories are beginning to ask harder questions about what they're getting back.
Uber can't link token spend to product gains, Microsoft canceled AI licenses over budget overruns, and Meta shut down its internal AI usage leaderboard.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Jensen Huang has a way with grand **** ouncements. On NVIDIA's most recent earnings call, the CEO told investors that "the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed." The numbers behind that statement are real: NVIDIA (NASDAQ:NVDA) just posted $81.61 billion in quarterly revenue, with Data Center alone contributing $75.25 billion, up 92% year over year.
The tiny problem? The customers paying for those factories are beginning to ask harder questions about what they're getting back.